Understanding Financial DNA and Risk Tolerance in Client Relationships

Kay Lynn Mayhue is the President of Merit Financial Advisors, a hybrid advisory firm based out of Georgia that oversees approximately $13 billion in assets under management for 26,000 households. What’s unique about Kay Lynn is how she cultivated her advisory, management, and leadership skills to progress to become president of a national RIA enterprise. In her role, she now spearheads the firm’s proactive mergers and acquisitions strategy.

Listen in as Kay Lynn shares her journey from client-facing advisor to firm leader, including the pivotal lessons she learned about leadership after her team once threatened to quit due to her early management style. She also discusses her approach to mergers and acquisitions, how her firm uses personality assessments to strengthen hiring and client relationships, and her firm’s “organic growth tracks” for advisors.

For show notes and more visit: https://www.kitces.com/422